Vestmark Advisory Solutions’s Valero Energy VLO Stock Holding History

Vestmark Advisory Solutions’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74M	Buy	6,691 +406	+6%	+$100K	0.02%	771
2026 Q1	$1.55M	Buy	+6,285	New	+$1.3M	0.02%	729
2024 Q3	–	Sell	-7,106	Closed	-$1.11M	–	591
2024 Q2	$1.11M	Buy	7,106 +1,704	+32%	+$275K	0.05%	304
2024 Q1	$922K	Buy	5,402 +1,121	+26%	+$161K	0.04%	324
2023 Q4	$205K	Buy	+4,281	New	+$545K	0.01%	490
2023 Q2	–	Sell	-1,454	Closed	-$203K	–	926
2023 Q1	$203K	Sell	1,454 -132	-8%	-$17.7K	0.01%	824
2022 Q4	$201K	Buy	+1,586	New	+$199K	0.01%	804
2019 Q4	–	Sell	-3,321	Closed	-$283K	–	510
2019 Q3	$283K	Buy	3,321 +465	+16%	+$37.6K	0.05%	428
2019 Q2	$245K	Sell	2,856 -3,470	-55%	-$286K	0.04%	462
2019 Q1	$537K	Buy	+6,326	New	+$523K	0.1%	265

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vestmark Advisory Solutions's VLO Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Valero Energy (VLO) stake by 6.5% in Q2 2026, buying an estimated $100K and bringing the position to 6,691 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #771.

Vestmark Advisory Solutions first reported a position in VLO in Q1 2019 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Vestmark Advisory Solutions held 6,691 shares of Valero Energy worth $1.74M as of Q2 2026.
Vestmark Advisory Solutions bought 406 Valero Energy shares in Q2 2026, an estimated $100K.
Valero Energy made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #771 holding.
Vestmark Advisory Solutions first reported a position in Valero Energy in Q1 2019 and has held it in 10 quarters since.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.